SURV_podcast_08-09-22_1
Bloomberg Surveillance
00:00
Where's the Haven Trade?
The cuts in the market placeand next year seem a little heroic tomei so that's were ia really disvawit market. So i think it's about relative value, kind of risk neutral type of thieves. O now we look at investing grade corporates, we see a lot more value. Even wit kind of move tighter here in europe. And then the us. We see a lot of value in hi, poly structure products. These are assets that should do really well the environment that wit, heightened typo, recession risk and an basely plang the front end of these predicurb.
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